Mercer Global Advisors
BWXT icon

Mercer Global Advisors’s BWX Technologies BWXT Stock Holding History

Mercer Global Advisors’s Portfolio BWXT Stock Details BWXT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.17M Sell
5,705
-212
-4% -$43.1K ﹤0.01% 1483
2025
Q4 		$1.02M Buy
5,917
+718
+14% +$135K ﹤0.01% 1440
2025
Q3 		$959K Buy
5,199
+1,040
+25% +$167K ﹤0.01% 1407
2025
Q2 		$599K Buy
4,159
+1,264
+44% +$148K ﹤0.01% 1467
2025
Q1 		$286K Buy
2,895
+49
+2% +$5.32K ﹤0.01% 1788
2024
Q4 		$317K Sell
2,846
-4,046
-59% -$494K ﹤0.01% 1705
2024
Q3 		$770K Buy
+6,892
New +$685K ﹤0.01% 1123
2022
Q1 		– Sell
-8,773
Closed -$420K – 1879
2021
Q4 		$420K Buy
8,773
+379
+5% +$19.8K ﹤0.01% 1296
2021
Q3 		$452K Buy
8,394
+261
+3% +$14.7K ﹤0.01% 1213
2021
Q2 		$473K Buy
8,133
+1,178
+17% +$75.8K ﹤0.01% 1170
2021
Q1 		$459K Buy
+6,955
New +$417K ﹤0.01% 1118

Other funds holding BWXT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Alkeon Capital Management
Alkeon Capital Management New York $59.5B AUM 51.63% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return